Many clients are utilizing Web Client On Premise.
There are many types of reports such as Management REporter, SSRS and Excel Reports
The SSRS reports and Management REporter reports work.
However, although users can see the Excel Reports in the List Pane, they cannot generate them from the Web viewer. Only the Desktop version of GP. Please add the ability to generate Excel Reports from the Web Client.
Please set the posting process to post through to the G/L, not just post to. If unable to make that the default, please allow an option.
For all other main sub ledgers, when I create a batch (as I do in Fixed Asset GL Posting routing) and select 'Post', the batch posts through to the G/L.
Currently in fixed assets, I have to generate the batch, post the batch in Fixed Assets & the subsequently go post the batches again in the G/L.
The Item SmartList is missing the "Inactive" field from the available columns to add list. It would be helpful to have this field by default so that you don't have to modify the list in SmartList Builder or create a new list in SmartList Designer to add it.
The field being referenced is the Inactive checkbox on the Item Maintenance window to the right of the Item Number field.
When working with web client, even though the templates have been disabled for the whole Company, 'template' value is setup as default report value. Can't change this setting.
Please, review to modifiy this, in order to have the same behaviour that the desktop versión.
We need to track our purchases that are subject to Use Tax. This is not possible and the tax features in AP add the tax to the amounts owed the vendor.
The Use Tax is an amount we owe the tax authority for our purchases, not the vendor. It would be much simpler if we could somehow flag or tag invoice amounts or POP items that are subject to use tax.
In Financial > Setup > Financial > Segment, ad the ability to scroll through number records once the Segment ID has been selected.
On the FA Transfer Maintenance window, you can transfer the Physical Location, Location ID, G/L Accounts, Master Asset ID & Structure ID, which is all good. However this would be much more powerful and simpler if you could transfer the asset class as well.
Classes are frequently linked to Account Groups in a GP deployment so that when a class is assigned to an asset, the associated account group gets assigned and the assets inherits the appropriate GL accounts.
Most of our customers setup their classes to represent both the asset class and the location, so for example FF&E-NORTH, FF&E-SOUTH, etc... They do this because their COA contains separate accounts for FF&E depending on the location. Since both the asset class and the location are part of the class, they can then setup matching Account Groups, and once again by simply adding the class to a new asset, the appropriate accounts get assigned.
So in the above scenario, it is very common to need to move an asset from one class to another, either because it was coded incorrectly initially, or more commonly, because the asset physically moved from one location to another.
For example, a new desk was setup as FF&E-NORTH and depreciated for a number of months, but then it was moved to FF&E-SOUTH. Doing a transfer of this asset allows us to transfer any of the fields mentioned above. Most importantly it creates the GL distributions to move the Cost and Accumulated balances plus it assigns the new GL accounts to the asset, which is all good. However, it does not change the class of the asset, which in the above scenario is necessary. So after the transfer is done, we then have to pull up the general window and manually change the asset class.
Not only is this an extra step that is easy to forget, but it also adds confusion to the entire process. If someone forgets the proper sequence and changes the class first and then does the transfer, that is typically problematic because changing the class will very likely also update the GL accounts with the new GL accounts because of the linked account group. Then when they go to transfer the asset, GP already has the updated GL accounts on the asset therefore you can't transfer them. It seems to me that simply adding the class id to the transfer window would solve all of these problems.
When trying to post FA to General Ledger (i.e. MDGP>>Tools>>Routines>>FA>>GL Posting), if any of the GL accounts in the batch are inactive, you cannot post and receive a message that some of the accounts are inactive.
However, there doesn't appear to be any notification of which inactive accounts are the problem. Including the problem account(s) along with the rest of the message would be ideal. If that is not possible, then providing some other means of easily identifying the inactive accounts in the FA batch would be helpful.
Our workaround of dumping the edit list to excel and then doing a vlookup against a list of inactive accounts wasn't too difficult, but nevertheless is a bit time consuming and should be unnecessary IMHO.
I've discovered that there is a problem with the inventory quantities being allocated in the inventory tables if a project inventory transfer is saved into a batch and the Inventory Reconcile task is run. I therefore think that it would be excellent if the option of marking the PA Inv Trf to post through to the GL actually did that - it must post right through. I could then enable transactional posting for that PA transaction type.
I know that standard functionality won't post right through to the GL if the entry is not saved in a batch in the sub-module, but it would be great if an exception could be made for this PA transaction type bearing in mind the issue around the stock quantities saved in a batch.
This is my suggestion to ensure that the stock quantities are not corrupted and that the finance user does not have to manually post the batches.